Per Stirling Capital Management’s Calvert International Responsible Index ETF CVIE Stock Holding History

Per Stirling Capital Management’s Portfolio CVIE Stock Details CVIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$571K	Buy	7,860 +228	+3%	+$17.1K	0.06%	187
2025 Q4	$544K	Buy	7,632 +2,707	+55%	+$189K	0.06%	180
2025 Q3	$336K	Buy	4,925 +9	+0.2%	+$595	0.04%	215
2025 Q2	$320K	Buy	4,916 +99	+2%	+$6.06K	0.04%	216
2025 Q1	$279K	Buy	4,817 +9	+0.2%	+$524	0.04%	224
2024 Q4	$265K	Buy	4,808 +24	+0.5%	+$1.38K	0.04%	223
2024 Q3	$287K	Sell	4,784 -1,199	-20%	-$69.4K	0.04%	225
2024 Q2	$337K	Buy	+5,983	New	+$338K	0.05%	195

Other funds holding CVIE

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

GWP

Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Per Stirling Capital Management's CVIE Position: Q1 2026 in Review

Per Stirling Capital Management increased its Calvert International Responsible Index ETF (CVIE) stake by 3% in Q1 2026, buying an estimated $17.1K and bringing the position to 7,860 shares worth $571K. The position accounts for 0.06% of the portfolio, ranked #187.

Per Stirling Capital Management first reported a position in CVIE in Q2 2024 and has held it in 8 quarters since. 76 funds tracked by Wall St. Rank hold CVIE as of Q1 2026.

Per Stirling Capital Management held 7,860 shares of Calvert International Responsible Index ETF worth $571K as of Q1 2026.
Per Stirling Capital Management bought 228 Calvert International Responsible Index ETF shares in Q1 2026, an estimated $17.1K.
Calvert International Responsible Index ETF made up 0.06% of Per Stirling Capital Management's portfolio in Q1 2026, its #187 holding.
Per Stirling Capital Management first reported a position in Calvert International Responsible Index ETF in Q2 2024 and has held it in 8 quarters since.
76 funds tracked by Wall St. Rank held Calvert International Responsible Index ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.